See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,724 | $48,230-96.4% | $67,502-97.4% | $80,856-97.9% |
| Participation rate | 73.3% | 66.4%+7.0pp | 72.9%+0.5pp | 67.6%+5.7pp |
| Annual return | 17.43% | 18.28%-0.8pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $942 | $2,924-67.8% | $4,000-76.4% | $4,296-78.1% |
| Admin fee / account holder | $214 | $3,681-94.2% | $3,998-94.7% | $6,918-96.9% |